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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,571 | $180,749-26.1% | $160,784-16.9% | $137,256-2.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 15.52% | 2234.46%-2218.9pp | 1803.92%-1788.4pp | 220.34%-204.8pp |
| Employer contribution / active EE | $10,380 | $4,155+149.8% | $3,733+178.1% | $4,156+149.7% |
| Participant deferral / active EE | $6,779 | $6,844-1.0% | $6,293+7.7% | $6,407+5.8% |
| Admin fee / account holder | $13,806 | $10,397+32.8% | $9,717+42.1% | $12,270+12.5% |